Erguz, LLC

Erguz, LLC (CRD# 168009) is a financial advisory firm headquartered in The Woodlands, TX. They manage $619,235,000 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    619
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $5,954,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, TX

Financial Advisors at Erguz, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Javier Guzman Ortiz
CRD#: 6202592
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380

Javier Guzman Ortiz (CRD# 6202592) is an Investment Advisor Representative working at Erguz, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.

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